The sample application helps you to understand how to upload document to IBM Automation
Document Processing.
DocumentProcessing is a IBM® Datacap sample application that
can be used to upload documents to IBM Automation Document Processing project. There are three main
task profiles in this application:
- VScan: This task profile allows user to input images in various formats and through different
IBM Datacap clients.
- Profiler: Once the images are scanned, Profiler task classifies the images into PDF and non-PDF
document types. If there are any bar code separator sheets in the documents, then it is classified
as a separator document type.
- Export: During export task the non-PDF documents will be converted into a PDF document by using
the document conversion actions. In case of Main Page/Trailing Page scenario, they are combined into
a single PDF file. All the documents with PDF type will be exported to IBM Automation Document
Processing by using the connection details as specified in the application manager.
Follow these steps to upload documents to IBM Automation Document Processing by using this
IBM Datacap application:
- Verify the DocumentProcessing application is installed as an out
of the box application in the IBM Datacap folder.
- Open Application Manager and set the config parameters. Set
PROJ_CONFIG, PROJ_ID, DocumentProcessingConnectionURL, userName in General values section. Set
userPassword to the advanced values section.
- Add SSL certificate to truststore by using following steps:
- Open an SSL connection to the Content Platform Engine web
services endpoint by using a browser, for example, Chrome for this procedure. As an example, the URL
is https://cpe.test.fyre.ibm.com/wsi/FNCEWS40MTOM.
- Open the web developer tools. Select the
Security tab. Select View certificate
button.
- From the Certificate dialog, select the
Details tab. Select the Copy to File...
button.
- From the Certificate Export Wizard, select PKCS #7 Certificates
and Include all certificates in the certification path if possible check box.
Select a location for the certificate.
- Open certlm.msc.
- Navigate to Local Computer\Trusted
People\Certifcates.
- Select All Tasks > Import.
- Local Machine is selected by default, click Next.
- Navigate to the certificate stored in step d.
- Upload using DStudio.
- Open the Application in DStudio.
- Place the documents to be upload in the folder as defined in
VScan source folder in the Application
manager.
- Go to Test tab, Create new batch in
Desktop Scan job, Scan task.
- Select VScan task profile and run.
- Advance to next task
- Run Profiler.
- Advance to next task
- Run Export task.
- Go to batch folder and open export.xml and
observe the values of following variables:
- DocumentProcessingBatchID= Batch ID of the batch created in Document Processing
service
- DocumentProcessingBatchStatus= 240
- DocumentProcessingBatchStatusDescription= Upload complete
- Upload by using Datacap Navigator + Rulerunner.
- Log in to Datacap Navigator admin desktop.
- Create new repository by using the DocumentProcessing
application.
- In the General Configuration for repository, select column
PB_DPBATCHID to be shown on the Job Monitor.
- Create a Desktop and select repository
that is created in step 5.c, select Datacap main Page in features and make it
default, also enable show quick launch and shortcut pane.
- Now log in to the newly created Desktop.
- In Rulerunner manager login to Datacap
and open Workflow task tab
- Add new Rulerunner process and add Profile and Export
task from web scan job.
- Start Rulerunner service.
- In DocumentProcessing Navigator desktop, create new batch by
clicking Scan button.
- Set the Location and Group from the
Scan page.
- Select some documents and
submit.
- Wait for Rulerunner to process Profiler and Export task. Once Export is successful,
the column DPBATCHID is populated with the batch ID of Document Processing
batch Job Monitor.
- Upload by using Datacap Desktop.
- Log in to the DocumentProcessing application in Datacap
desktop
- Click Scan.
- Browse and scan the required documents and
submit.
- Click Background Auto shortcut to run
Profiler.
- Click Background Auto shortcut to run
Export
- Test by using Rulerunner auto Import
- In Dstudio, ImportFiles ruleset settings, set input folder, Maximum documents to input
and Copy Image folder.
- Configure a Rulerunner process thread for Bulk
Import.
- Start Rulerunner service.